23 East Airy Street, Norristown, PA 19401  ·   215-627-6434  ·  

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Consolidated Fund

Available to every parish and organization in the Episcopal Diocese of Pennsylvania, the Consolidated Fund is a common trust fund similar in design and function to commercial trust financial institutions.

By pooling church and diocesan assets, the Consolidated Fund delivers a solid investment platform with collective power that offers greater opportunity for growth to all parishes and organizations in the diocese.


The Church Foundation provides excellent customer service. I also enjoy the clear, concise and timely reports that TCF provides on a monthly and quarterly basis. The Episcopal Diocese of Pennsylvania




Benefits:

  • Competitive Rate of Return - Low financial risk while still providing a competitive rate of return
  • Distributions - Regular distribution payments for participants
  • Low cost - Management fees calculated to cover administrative and operational costs only
  • Professional Management - Fiduciary oversight guided by a skilled investment team committed to providing a long-term source of cash flow through a diverse mix of investments that includes high-quality domestic and global equities and fixed income
  • Purchasing Power - Access to investment management services unavailable to many individual church-related institutions

Policies:

  • Accounts - Participants may set up any number of accounts (funds) within the Consolidated Fund; quarterly statements indicate account balance and fund performance
  • Allocations - A proportionate share of gains or losses and fees are applied to each participant’s account
  • Contributions and Withdrawals - Participants may deposit or withdrawal in accordance with governing documents
  • Distributions - Distributions are paid quarterly while alternative distribution requests can be accommodated
  • Fees - Management fees are assessed quarterly and reviewed annually

How It Works

The Consolidated Fund is a common trust fund similar in design and function to those maintained by commercial trust companies and banks.

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Quarterly Performance Reports

The Consolidated Fund has proven to be a safe and reliable long term investment vehicle since its inception.

See recent Quarterly Performance Reports below for more information:

2022 Quarterly Reports

  • 2022 Quarter 1 Report
  • 2022 Quarter 2 Report
  • 2022 Quarter 3 Report
  • 2022 Quarter 4 Report

2021 Quarterly Reports

  • 2021 Quarter 4 Report
  • 2021 Quarter 3 Report
  • 20…
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Consolidated Fund Audited Statements

Impeccable record keeping and clear and efficient operational processes are important to us at the The Church Foundation, and our reliability is exemplified through our external audits of the Consolidated Fund.

As is procedure, records are retained for seven years:
  • Financial Statements: Year Ended December, 2021 and 2020
  • Financial Statements: Year Ended December, 2020 and …
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Connect with Us

Lori Daniels
Executive Director
215-220-9886 
Lisa Reinhardt
Operations Manager
215-621-8310 

Lori Daniels

Executive Director
215-220-9886 |

Executive Director Lori Daniels stands at The Church Foundation (TCF) 's helm, reporting to the Board of Directors. She oversees and monitors investments to ensure financial integrity and serves the Board in its fiduciary duties as trustee and custodian for assets owned by churches, chapels, missions, and institutions in the Diocese of Pennsylvania. Lori leads business development efforts and fosters professional relationships. Her goal is for every Episcopal entity in the Diocese to establish an endowment with TCF and plans to expand planned giving resources by increasing program education.

Lori joined TCF in 2014 as Operations Specialist, transitioning to Operations Manager. She was promoted to Executive Director in 2019 due to her leadership talents, positive business relationships, and a solid vision for TCF's future. Lori loves people and appreciates the talents of each team member.

Lori has fueled many noteworthy achievements. She oversaw a significant increase in managed assets for 2020, spearheaded rebranding efforts, and collaborated in a diocesan endowments review, leading to increased distribution to fund missions and ministry.

Lori holds a M.S. focused on Management with Nonprofit Specialization as well as a B.S. in Finance and Humanities from the University of Maryland University College. She will continue expanding her expertise in nonprofit management, endowments, and investments. Lori loves to travel, is an avid reader and knitter, and enjoys biking and hiking. Her dream is to live somewhere close to a beach someday.

Lisa Reinhardt

Operations Manager
215-621-8310 |

Our newest member is Lisa Reinhardt, Operations Manager, working closely with our Executive Director to facilitate daily operations. Bringing administrative and organizational talents, Lisa was with the Diocese of Pennsylvania for over 12 years, coming to us from St. James’ Episcopal Church in Collegeville where she served as Director of Parish Operations and Communications.

Lisa’s experience includes co-developing practices that standardize and streamline workflow. She also created an online presence for St. James’ to communicate with parishioners, now a lifeline for remote parishioners. She plans to help create both of these for TCF including periodic newsletters to strengthen relationships with parishioners.

With a flair for graphic design blended with communication skills, Lisa assisted the rector at St. James’ to rebrand and standardize colors, styles, and logos for all ministries used in print, website, social media, and mass emails. She developed a comprehensive manual for all media use now adopted by several other parishes. She hopes to develop a similar standard for TCF.

Aware of the financial stability of a healthy church, Lisa looks forward to learning more. She will strive to achieve over 90% of churches partnering and investing with TCF, while in turn offering each partner valuable assistance in daily procedures, growth, stability and longevity.

Communication is pivotal to a good partnership. Lisa holds a B.S. in Communication Studies and truly values everyone she encounters. She loves to spend quality time with her family and host events for friends. Her favorite summer tradition is traveling with her three daughters to Sea Isle City, New Jersey.

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Consolidated Fund How It Works Quarterly Performance Reports Consolidated Fund Audited Statements

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23 East Airy Street · Norristown, PA 19401
215-627-6434
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